06 OCT 2021

WEBINAR CMVM - RISKS AND OPPORTUNITIES OF A DIGITAL CAPITAL MARKET
  • CMVM - Comissão do Mercado de Valores Mobiliários
  • Time: 09h30 – 13h00
  • Format: Hybrid
  • Target Audience: Young Investors and the Public

Programme:

09:30 2021 WORLD INVESTOR WEEK LAUNCH: Gabriela Figueiredo Dias, CMVM Chair

10:00 KEYNOTE SPEAKER: Rodrigo Buenaventura, CNMV Chair

10:30 PANEL 1: Youth, social media and investments

We will be looking at the relation between youth and money, savings and investment, the use of social media as information vehicles to make investment and savings decisions, behavioural biases, choosing financial instruments and investment fraud risks.

Moderator: Rui Peres Jorge, Director of the Strategic Analysis and Communication Office, CMVM

Speakers:

  • Diogo Mónica – Chair and Co-Founder, Anchorage Digital
  • José Costa Rodrigues – CEO and Founder, Relive
  • Marco Nigris – Country Manager for Spain and Portugal, EvenFi
  • Sandra Maximiano – Associate Professor, ISEG

11:30 Coffee break

12:00 PANEL 2: The new reality of investments

Business models based on zero commissions, payments for order flow, social media investments, gamification, the simultaneous movements of investors, the increased activity by unauthorised brokers and investor protection.

Opening address: Gerri M. Walsh – Chair, FINRA Investor Education Foundation

12:15 Panel

Moderator: Nuno Aguiar – Journalist, Exame

Speakers:

  • Maria João Teixeira – Director of the Market Conduct Supervision and Investor Department, CMVM
  • Vinay Pranjivan – Senior Economist, DECO
  • Peter Rodrigues – Managing Director, BiG

Register here

Watch it live here  

Webinar - the role of digitalisation in the world of retirement savings
  • APS (Portuguese Association of Insurers)
  • Time: 14h30 - 15h30
  • Target Audience: APS Members and the Public

Organised by the APS, this session will seek to conceptually outline what is meant by an integrated system for monitoring retirement pensions, its advantages and inherent challenges.

By providing an overview of the expected value of income to be earned during retirement – whether these originate in the public pension schemes or in private schemes – this type of tool is expected to assist citizens to better plan their retirement financially and in promoting, particularly among the younger generations, greater awareness of the need for savings during this stage of life.

Programme:

14:30 -14:40 WELCOME MESSAGE

  • José Galamba de Oliveira – Chair, APS

14:40 – 15:00 HOW TO HELP EUROPEAN CITIZENS WITH THEIR RETIREMENT PLANNING – PROPOSAL OF AN INTEGRATED SYSTEM FOR MONITORING RETIREMENT PENSIONS (PENSION TRACKING SYSTEM) AND THE POSITION OF THE EUROPEAN INSURANCE INDUSTRY (*)

  • Margot Jilet Vesentini – Policy Advisor – Pensions, Insurance Europe

15:00 – 15:20 DENMARK: PRACTICAL APPLICATION OF AN INTEGRATED RETIREMENT PENSION MONITORING SYSTEM (PENSION TRACKING SYSTEM) (*)

  • Michael Rasch – Division Director, EDI & PensionsInfo, Insurance & Pension Denmark

15:20 – 15:30 CONCLUDING REMARKS AND CLOSING

  • José Galamba de Oliveira – Chair, APS

Moderator: Luís Malcato – Economic and Financial Advisory Department, APS

(*) Presentation in English

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Financial literacy for all – workshop on how to start investing
  • CFA Society Portugal
  • Time: 17h30 – 19h00
  • Target Audience: Public and University Students

A conference conducted in Portuguese, by members of the CFA Institute, all of whom are certified as Chartered Financial Analysts. Throughout the session, the audience will be invited to answer queries posed.A conference conducted in Portuguese, by members of the CFA Institute, all of whom are certified Chartered Financial Analysts. Throughout the session, the audience will be invited to answer queries posed.

The conference will be comprised of five modules:

  • i) Why Invest
    Speaker: Luis Lobo Jordão, an expert in stock trading, factor investing and retirement planning. Luís has worked at SGF since 2016, developing and managing balanced stock portfolios, namely the PPR SGF Stoik and the FPA SGF Reforma Stoik
  • ii) Savings
    Speaker: Pedro Marques, has 20 years of experience in the banking sector, working in the commercial, marketing and currently in the financial market operations department.
  • iii) Investments
    Speaker: Raúl Afonso is currently Chief Economist at MFO – Multi Family Office, where he is responsible for macroeconomic analysis, focussing on developed countries and several global company business models.
  • iv) Behavioral Biases
    Speaker: Miguel Jordão, has 8 years of professional experience in asset management. He is a visiting investment associate at LeadX Capital Partners, an investment fund based on technological companies dedicated to the digitalisation of consumer industries.
  • v) Investment Products
    Speaker: Madalena Jacinto, a graduate in Economy and Finances with 8 years of professional experience in investment consulting for institutional clients, at Mercer.

Session registration link:

https://zoom.us/meeting/register/tJArdOmprT4qGNGidNluXfXAV_Bjo1oQ5aQq

watch it live here  

 

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Invited Partners